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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Alesco Advisors
New York
$22.6M +$388K +6,898 +2%
WAOI
152
Wealth Advisors of Iowa
Iowa
$21.8M +$88.8K +1,581 +0.4%
FWM
153
Foguth Wealth Management
Michigan
$21.7M +$21.4M +381,304 New
TFA
154
TPG Financial Advisors
Oregon
$21.5M +$2.77M +49,373 +15%
SAM
155
Smithbridge Asset Management
Pennsylvania
$21.4M +$10.7M +190,973 +103%
CG
156
Cynosure Group
Utah
$21.1M -$270K -4,811 -1%
DC
157
Destiny Capital
Colorado
$21M +$713K +12,685 +4%
BWM
158
BCS Wealth Management
Tennessee
$20.6M +$10.4M +185,860 +105%
BlackRock
159
BlackRock
New York
$20.6M +$18.7M +332,157 +1,113%
GC
160
Granville Capital
North Carolina
$20.4M +$20.2M +359,677 New
KWM
161
Kingsview Wealth Management
Oregon
$20.4M +$5.55M +98,700 +38%
SFP
162
Strategic Financial Partners
Oregon
$20.3M +$699K +12,447 +4%
HFS
163
Horizon Financial Services
North Carolina
$20.1M +$434K +7,717 +2%
SWP
164
Stratos Wealth Partners
Ohio
$20M +$1.12M +20,011 +6%
BLWM
165
Bucket List Wealth Management
Florida
$20M +$19.7M +351,520 New
AssetMark Inc
166
AssetMark Inc
California
$19.8M +$9.49M +168,967 +94%
GAG
167
Goodman Advisory Group
Massachusetts
$19.5M +$19.3M +343,596 New
WCM
168
Windsor Capital Management
Arizona
$19.5M -$109K -1,938 -0.6%
FA
169
Freestate Advisors
Kansas
$19.4M -$69.5K -1,237 -0.4%
NL
170
Navalign LLC
California
$19.2M -$172K -3,059 -0.9%
PFA
171
Pure Financial Advisors
California
$19.2M -$171K -3,052 -0.9%
HPC
172
Hobart Private Capital
North Carolina
$19M +$5.58M +99,382 +42%
AG
173
Ascent Group
Virginia
$19M -$632K -11,243 -3%
SA
174
Sanctuary Advisors
Indiana
$18.8M -$18.8M -334,819 -50%
CI
175
CX Institutional
Indiana
$18.6M +$368K +6,547 +2%